MA

MCF Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 11.28%
This Quarter Est. Return
1 Year Est. Return
+11.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$887M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$49.6M
2
+$27.6M
3
+$21.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.19M

Top Sells

1
+$51.3M
2
+$20.8M
3
+$15.2M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$8.19M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.6M

Sector Composition

1 Technology 2.23%
2 Financials 2.1%
3 Consumer Discretionary 1.72%
4 Healthcare 1.43%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
+409
427
$9K ﹤0.01%
200
+199
428
$9K ﹤0.01%
158
429
$8K ﹤0.01%
94
430
$8K ﹤0.01%
100
431
$8K ﹤0.01%
+250
432
$8K ﹤0.01%
187
433
$8K ﹤0.01%
93
+5
434
$8K ﹤0.01%
+770
435
$8K ﹤0.01%
510
436
$8K ﹤0.01%
+200
437
$8K ﹤0.01%
140
438
$8K ﹤0.01%
39
439
$8K ﹤0.01%
+45
440
$8K ﹤0.01%
218
441
$7K ﹤0.01%
+100
442
$7K ﹤0.01%
+50
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$7K ﹤0.01%
480
444
$7K ﹤0.01%
+254
445
$7K ﹤0.01%
61
446
$7K ﹤0.01%
147
+142
447
$6K ﹤0.01%
249
448
$6K ﹤0.01%
260
449
$6K ﹤0.01%
2
-23
450
$6K ﹤0.01%
+275
16 17
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